A family with deep roots in philanthropy wants to integrate social considerations into its investment portfolio.
Jung-Hwa and his wife, Joon, always had a strong commitment to philanthropy. They were particularly interested in promoting workplace health and safety, and community development—key themes reflected in the management of their family businesses.
Between their inherited wealth and Jung-Hwa’s successful business ventures in Korea, they were able to establish a family foundation. Keenly aware of growing sustainability trends in Asia, they wanted to maximize their social impact by being more intentional in how the foundation’s capital would be managed.
Their J.P. Morgan team worked with them to better understand the foundation’s mission, risk profile, time horizon and target returns. The team arranged a series of educational sessions with the foundation’s investment committee to review sustainable investing approaches. Philanthropy professionals at J.P. Morgan also joined these sessions and shared how other clients have approached investing with a philanthropic mindset. Collectively, they determined that ESG considerations should be integrated into the foundation’s portfolio to help align its capital activities and values.
Jung-Hwa and Joon wanted to start immediately. Their J.P. Morgan team evaluated the ESG characteristics of their investments and created a strategic implementation plan. The team conducted ongoing discussions with the foundation’s investment committee, making adjustments along the way as needed to help achieve the dual objectives of social considerations while staying focused on their returns.
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